IHT Wealth Management’s Aegon AEG Stock Holding History

IHT Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-353	Closed	-$2K	–	425
2018 Q1	$2K	Sell	353 -750	-68%	-$4.13K	﹤0.01%	1478
2017 Q4	$6K	Hold	1,103	–	–	﹤0.01%	1287
2017 Q3	$5K	Sell	1,103 -4,494	-80%	-$20.4K	﹤0.01%	1080
2017 Q2	$24	Sell	5,597 -2,036	-27%	-$7.97K	0.01%	725
2017 Q1	$29K	Buy	7,633 +4,591	+151%	+$19.5K	0.02%	551
2016 Q4	$13K	Buy	+3,042	New	+$11.3K	0.01%	740

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's AEG Position: Q2 2018 in Review

IHT Wealth Management sold out of Aegon (AEG) in Q2 2018, closing a stake of 353 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in AEG in Q4 2016 and held it in 6 quarters. The position peaked at $29K in Q1 2017. 221 funds tracked by Wall St. Rank hold AEG as of Q2 2018.

IHT Wealth Management reported no remaining Aegon position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 353 Aegon shares in Q2 2018, an estimated $2K.
IHT Wealth Management first reported a position in Aegon in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Aegon position peaked at $29K in Q1 2017.
221 funds tracked by Wall St. Rank held Aegon as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.